Make employer groups your premier
source for retail account openings
ReferLive @Work amplifies the impact of your workplace banking and financial literacy programs by promoting new retail account openings. Before, during, and after each event, ReferLive @Work ensures accurate program attribution across account opening channels. Additionally, by providing incentives to employees through ReferLive’s multi-product architecture, your institution can grow across a variety of banking products including retail checking, credit card, auto loans, home equity lines of credit and mortgage loans. Our easy to use solutions provide your workplace banking and business development officers a competitive edge when it comes to strengthening relationships with key employer groups while driving new account growth.
The exclusive benefits of ReferLive @Work
- Increase new deposit and loan acquisition from workplace banking efforts by 200%-300%
- Reward employers and their employees for
scheduling and attending workplace banking events with
your financial institution
- Track program results in real time by banker, branch and employer group seamlessly across account opening channels
- Capture and distribute real-time leads with
automated lead routing
Extend the reach and impact of your workplace banking program
Whether you have a robust workplace banking program with a team of dedicated business development officers or you feel as if you have lost touch with your existing employer groups, ReferLive @Work offers your financial institution the opportunity to deepen business relationships and drive new account growth. ReferLive @Work encourages employer groups to participate in your financial wellness program and rewards their employees for opening new retail products across your deposit and loan portfolios.